Course Credit Type: CE

What every Fiduciary should know about Anosognosia

In this all important subject five leading experts define and discuss anosognosia. The course covers anosognosia, self-neglect, confabulation, brain storms, range of ability and much more. Session 1: Shadi Gholizadeh, PhD, MSc, MPH, CMC Director of Memory Care Programs, TheKey (10am-10:30am) Objective 1: Define and discuss anosognosia;Objective 2: Define and discuss confabulation;Objective 3: Discuss the relationship […]

To Be Or Not To Be Guardian or Conservator

AB 1194’s Impact on Professional Fiduciaries Serving as Guardian or Conservator 11:45 am – Presentation, “To be or not to be a Guardian or Conservator”

Breslin VS Breslin (fa149)

This presentation will examine how the fiduciary can successfully, neutrally navigate among litigious factions in trust, probate and conservatorship administrations and include a discussion of real-world examples of successful and unsuccessful applications of these principles. Breslin v. Breslin (2021) 62 Cal.App.5th 801 –New Guidance for Serving as the Neutral Fiduciary in Litigious Conservatorship, Trust and […]

Mental Health and the Holidays

Tips and ideas for helping clients through the holidays…those who suffer from mental illness, depression, memory loss, or other physical or mental disability

The Critical Role of Caregiving Technology

Ms. Symonds will present and explain the importance of modern technological devices that can be lifesaving when locating a wandering client.

The Accidental Mediator

Resolving family disputes. An overview of family conflict. Skills for fiduciaries finding themselves in a family dispute situation, and involving a mediator.

Sonoma County Clerk Covenants and New Year Rule Changes

Presentation by the County Clerk regarding the 2022 Changes

Recent and Proposed Developments in Conservatorship Law

Speakers Mary DeLeo, Esq. and Danielle Diebert, Esq. will discuss the recent and proposed developments in Conservatorship Law

How To Protect Your Estate/Conservatorship in the Real Estate Sale Now that the Probate Purchase Agreement Has Been Eliminated

In-depth discussion of the impactful changes to the Real Estate Purchase Agreement as a result of the Probate Purchase Agreement being eliminated. Overview of the new Real Estate Purchase Agreement effective 12/14/21. Highlights of the steps needed to cure the omissions that don’t protect the Estate or Conservatorship in the new contract. The 13 recommended […]

Elder Abuse and the Criminal Justice System

Contra Costa County Deputy District Attorney Mary Knox will provide an overview of investigative and charging processes for elder abuse crimes in Contra Costa County. Ms. Know will highlight her office’s elder abuse investigative and prevention system.